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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Euless, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kohl'S Dept Stores Leander TX 06/2017 08/2017
Texas A&M University Department Of Sports And Recreation College Station TX 05/2016 06/2017
Unemployed College Station TX 08/2017 06/2018
High Profile Promotions Houston TX 03/2019 05/2019
Academy Sports + Outdoors Katy TX 06/2018 06/2019
Unemployed San Clemente CA 06/2019 07/2019
24 Hour Fitness San Clemente CA 07/2019 10/2019
Houzz, Inc. Irvine CA 07/2019 11/2020
Thrivent Advisor Network D/B/A 49 Financial Dallas TX 11/2020 01/2023
Purshe Kaplan Sterling Investments Albany NY 11/2020 11/2023
49 Wealth Management Llc Dallas TX 01/2023 11/2023
Fidelity Investments Westlake TX 02/2024 Present
Unemployed Fort Worth TX 11/2023 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Kohl'S Dept Stores
    Leander, TX
  • 05/2016 → 06/2017
    Texas A&M University Department Of Sports And Recreation
    College Station, TX
  • 08/2017 → 06/2018
    Unemployed
    College Station, TX
  • 03/2019 → 05/2019
    High Profile Promotions
    Houston, TX
  • 06/2018 → 06/2019
    Academy Sports + Outdoors
    Katy, TX
  • 06/2019 → 07/2019
    Unemployed
    San Clemente, CA
  • 07/2019 → 10/2019
    24 Hour Fitness
    San Clemente, CA
  • 07/2019 → 11/2020
    Houzz, Inc.
    Irvine, CA
  • 11/2020 → 01/2023
    Thrivent Advisor Network D/B/A 49 Financial
    Dallas, TX
  • 11/2020 → 11/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2023 → 11/2023
    49 Wealth Management Llc
    Dallas, TX
  • 02/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2023 → 02/2024
    Unemployed
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2023-01-15 → 2023-11-05
    Austin, TX
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-10
S63 Uniform Securities Agent State Law Examination 2020-12-05
  • S65 Uniform Investment Adviser Law Examination
    2022-09-10
  • S63 Uniform Securities Agent State Law Examination
    2020-12-05
Other Names
  • Leslie Capri Bonorden
  • Leslie Capri Bonorden
  • Leslie Barry
  • Leslie Capri Barry

View on SEC IAPD

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